McGovern Financial Advisors, LLC
McGovern Financial Advisors, LLC
As a fee-only, advice-only fiduciary financial planner, my focus is to help clients achieve a financially secure retirement while meeting their retirement goals, needs, and wishes. - Gene McGovern, MBA, CFP®
Fee-only financial planner located in Westfield, NJ, serving clients locally and across the country
Meet Gene McGovern
Gene McGovern is Principal at McGovern Financial Advisors located in Westfield, NJ.
I was born and raised in Portland, Maine. While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there: My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg. That heritage informs the values and characteristics that I hold and bring to my work as a financial planner: integrity, hard work, fairness, pragmatism, common sense.
Professional Background and Credentials
I’m a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors. I’m also an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where I teach several courses to professionals seeking the Certified Financial Planner™ certification, including retirement planning and estate planning.
I hold a B.A. in English from Yale University and an MBA in Taxation from New York University. I completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where I now teach, and passed the rigorous Certified Financial Planner™ Examination administered by the CFP® Board. I also passed the Series 65 Uniform Investment Adviser Law Examination, and my firm is a Registered Investment Advisor in the State of New Jersey.
Before founding McGovern Financial Advisors, I enjoyed a 30-year career in professional law and tax publishing. Among the positions I held were senior vice president at online legal publisher LexisNexis, and vice president of tax and accounting publishing at CCH, a unit of global publisher Wolters Kluwer. I also served as CEO of Marquis Who’s Who LLC, publisher of the venerable Who’s Who in America.
I’m a member of the National Association of Personal Financial Advisors, the country’s leading professional association of fee-only financial advisors, as well as the Financial Planning Association, the largest membership organization for CFP® professionals in the U.S.
Gene McGovern is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Gene McGovern is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Gene McGovern
425 Washington St
Westfield, NJ 07090